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Business Standard
09-07-2025
- Business
- Business Standard
Dabur India eyes double-digit CAGR by FY27-28 with wellness focus
Homegrown fast-moving consumer goods (FMCG) company Dabur India is hopeful of achieving a sustainable double-digit growth rate by FY27–28 as it adopts a refreshed strategic vision, the company stated in its annual report released on Wednesday. The company added that improving macroeconomic factors and the forecast of a normal monsoon are among the drivers expected to improve the consumption landscape. In a letter to shareholders, Chairman Mohit Burman said he remains optimistic about a sequential recovery in consumption trends in the new financial year. 'Going forward, we remain optimistic about a sequential recovery in consumption trends in 2025–26, supported by forecasts of a normal monsoon, improving macroeconomic indicators, sustained government investment in infrastructure, and easing inflation,' Burman stated. To spur demand and support growth in the new financial year, the company has identified seven strategic pillars, which it believes will position Dabur to achieve a sustainable double-digit compound annual growth rate (CAGR) in both top line and bottom line by FY27–28. 'These will ensure Dabur remains resilient amid disruption, relevant to new generations, and responsible in its growth approach — setting the foundation for our next leap forward,' Burman added. As part of this strategy, the maker of Real fruit juices and Hajmola candy will deepen investments in its core power brands — Dabur Red, Real, Dabur Chyawanprash, Dabur Honey, Hajmola, Dabur Amla, Odonil, and Vatika — the bedrock of its portfolio, which together account for over 70 per cent of the company's sales. The company is also doubling down on its health and wellness category. It plans to expand the Hajmola and Pudin Hara franchises beyond digestives, scale up health juice offerings to capture market share in functional beverages, and accelerate newer launches like Shilajit, 'which tap into the rising demand for vitality, immunity, and endurance,' the report stated. Dabur is also reinventing its go-to-market strategy by expanding into rural and under-penetrated urban markets through targeted coverage and greater focus on improving distributor return on investment and ensuring faster turnaround times. Additionally, the maker of Amla hair oil will focus on premiumisation and contemporisation across categories, rationalise its portfolio, reinvent its operating model, monitor digital-first and founder-led brands with strong consumer traction, and tap into adjacencies in healthcare and value-added foods for inorganic growth. The company is also working on reducing sugar content by an additional 20 per cent in the Real core beverage range. 'Additionally, we are developing low-sugar and zero-sugar variants to cater to consumers who are conscious of their sugar intake. We already have a wide range of healthy juices under Real Activ with zero added sugar and coconut water, which is a low-calorie beverage with less than 20 kcal,' the report added. In FY25, the company's net profit dropped 4 per cent to ₹1,767.6 crore, while net sales rose 1.2 per cent to ₹12,536 crore.
Time of India
08-07-2025
- Business
- Time of India
Beauty, biscuits and bridal gold shine in Q1
Consumers spent more on packaged goods, beauty products, fashion and jewellery during the June quarter, signalling a mild revival in demand after months of sluggish urban consumption. However, early monsoon rains and ongoing geopolitical tensions kept a lid on broader growth, according to quarterly business updates issued by key Indian companies. Dabur reported that the fast-moving consumer goods (FMCG) sector showed a sequential recovery in demand with an 'uptick in volume growth, particularly in urban markets'. The company said that while its home and personal care, as well as healthcare segments, were set to post strong growth, the beverages segment was negatively affected by a shortened summer and unexpected rainfall. 'On account of the decline in beverages, Dabur's consolidated revenue is expected to grow in low-single digits,' the company said. Dabur is the maker of products such as Hajmola and Odonil. Godrej Consumer Products , which has a stronger presence in urban areas, said that volume growth has been improving. by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like They Are Unstoppable: The Most Beautiful and Talented Female Athletes Undo Shares of FMCG companies rose on Monday after Godrej Consumer's quarterly update pointed to improving demand conditions. Godrej is the third major company after Dabur and Marico to indicate a stronger-than-anticipated growth outlook. However, analysts cautioned against treating these improvements as representative of the entire industry. 'A sequential improvement in volume growth and revenue growth indicated by Godrej Consumer Products, Dabur and Marico led to renewed investor sentiment,' said Ajay Thakur, research analyst - FMCG, at Anand Rathi Institutional Equities. 'A good monsoon is seen propping up rural demand and an uptick in urban demand also supports sentiment.' Live Events You Might Also Like: Godrej Consumer shares surge 5% post Q1FY26 business update Also Read: Improved consumption trends bring cheer to FMCG counters Marico, which has been facing the pressure of rising copra prices, said unseasonal rainfall had further worsened inflation in the commodity, continuing to squeeze gross margins. The company, which dominates the coconut oil market through its Parachute brand, raised prices by around 30% in this segment over the past year. Volumes in Parachute declined during the quarter, but the company saw growth momentum from its foods and premium personal care businesses. '...underlying volume growth in the India business continued to improve sequentially to reach a multi-quarter high, driven by positive trends in core franchises and continued scale-up of new businesses,' Marico said. It added that urban sentiment was holding steady and that easing inflation should help growth over the next few quarters. The company also said that moderating palm oil prices and stable crude oil derivatives should result in broader gains from the second half of FY26. High inflation in recent quarters had led urban consumers to cut back on discretionary spending. In response, the government introduced tax incentives, and the benefits of these measures began to reflect in consumption during the June quarter. You Might Also Like: Dabur India shares rally nearly 3% after posting Q1 business update Beauty and fashion retailer Nykaa said that geopolitical tensions caused some 'loss of business' during its key Q1 sale event. However, its wide range of in-house brands and extensive distribution network helped maintain momentum in the beauty segment, which is expected to record gross merchandise value (GMV) growth in the higher mid-20% range. The company said the fashion business also performed better during the quarter. On the other hand, Trent , the retail arm of the Tata Group , reported standalone revenue growth of 20% in the first quarter. This is slower than its five-year compound annual growth rate (CAGR) of 35%, showing that full recovery in consumer demand is still some time away. Jewellery retailer Kalyan Jewellers benefited from seasonal factors. 'The recently concluded quarter was a very fulfilling one, recording consolidated revenue growth of 31%... despite multiple pauses in demand, majorly due to volatility in gold prices and geopolitical tensions,' the company said. It added that wedding demand and Akshaya Tritiya sales were key contributors to its growth in Q1.
Time of India
07-07-2025
- Business
- Time of India
Food to fashion: Companies see demand recovery signs
Representative AI-generated images MUMBAI: Consumers spent on packaged goods, beauty, fashion, and jewellery in the June quarter, indicating some revival in demand that had been dragged down by sluggish urban consumption, even though early rains and geopolitical tensions capped growth, quarterly updates published by companies showed. Dabur said the FMCG sector saw a sequential recovery in demand with an "uptick in volume growth, particularly in urban markets". Although the company's home & personal care and health care segments are expected to deliver strong growth, the beverage portfolio was hit by a short summer and unseasonal rains. "On account of the decline in beverages, Dabur's consolidated revenue is expected to grow in low-single digits," the maker of Hajmola and Odonil said. Godrej Consumer Products, which has a wider urban coverage said that volume growth has been improving. For Marico, which has been grappling with high copra prices, unseasonal rains "heightened" inflation in the commodity, keeping gross margins under pressure. The company, which captures a large share of the coconut oil category through brands such as Parachute, took nearly a 30% price hike in the segment over the past 12 months. by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like 5 Books Warren Buffett Wants You to Read In 2025 Blinkist: Warren Buffett's Reading List Undo Volumes in Parachute saw some decline during the quarter, but overall growth got a leg-up from foods and premium personal care categories. "...underlying volume growth in the India business continued to improve sequentially to reach a multi-quarter high, driven by positive trends in core franchises and continued scale-up of new businesses," Marico said, adding that urban sentiment remained steady and easing inflation should aid growth in the coming quarters. Moderating palm oil prices and range-bound crude oil derivatives should translate into broader gains for companies from the second half of FY26. High inflation over the past few quarters pushed urban consumers to cut back on discretionary spending, pushing govt to provide tax incentives, the benefits of which started to kick in from the June quarter. Nykaa reported that geopolitical tensions led to some "loss of business" during the company's flagship sale in Q1, but demand for its portfolio of own brands and wide distribution formats helped the beauty segment, which is expected to deliver gross merchandise value (or sales) growth in the higher mid-20s. The fashion business also fared better, the firm said. Tata Group's retail business Trent, though, indicated a slower 20% growth in its standalone revenue for Q1, compared to its five-year CAGR of 35%, indicating that a full demand recovery is some time away. Wedding demand and Akshaya Tritiya sales boosted Kalyan Jewellers' sales in Q1. "The recently concluded quarter was a very fulfilling one, recording consolidated revenue growth of 31%... despite multiple pauses in demand, majorly due to volatility in gold prices and geopolitical tensions," the company said. Stay informed with the latest business news, updates on bank holidays and public holidays . AI Masterclass for Students. Upskill Young Ones Today!– Join Now
News18
07-07-2025
- Business
- News18
Dabur Shares Jump 5% To 4-Month High After Robust Q1FY26 Business Update
Dabur shares surged 5% in intraday trade on Monday, July 7, reaching a four-month high; What investors should know Dabur Share Price Today: Dabur shares surged 5% in intraday trade on Monday, July 7, reaching a four-month high of Rs 571.70 apiece after the FMCG major expressed optimism about its India business. The company cited a recovery in urban consumption and sequential demand growth in the sector, driven by increased volumes. Dabur released its Q1FY26 business update on Friday. The projections were broadly in line with brokerage expectations, prompting analysts to maintain a positive stance on the stock. The company expects strong performance in its Home and Personal Care (HPC) segment, led by categories such as oral care, home care, and skincare. Key brands including Dabur Red Toothpaste, Odonil, Odomos, and Gulabari are anticipated to post robust growth along with market share gains. Additionally, Dabur expects its healthcare segment to register strong double-digit growth. Notably, Dabur Honitus is projected to deliver over 40% growth during the quarter. The company's international business is also expected to post double-digit constant currency growth, with strong performance from key geographies such as the MENA region, Turkey, Bangladesh, and the US-based Namaste business. While its beverage portfolio was impacted by unseasonal rains and a shorter summer, Dabur noted strong momentum in products like Activ Juices and Activ Coconut Water, with growth expected in the mid-teens. The company plans to focus more on its Activ portfolio to align with changing consumer preferences and reduce seasonal dependence. Due to the weakness in the beverages segment, Dabur expects consolidated revenue growth to remain in the low single digits for the quarter, while consolidated operating profit growth may slightly lag revenue growth. 'The fundamentals of the business remain strong, and we are continuing to invest behind our brands, expand distribution, strengthen our supply chain, and capture efficiencies to drive healthy growth in revenue and profitability for the year," Dabur said in its exchange filing on Friday.
Mint
07-07-2025
- Business
- Mint
Dabur share price soars 5% to 4-month high after June quarter business update
Dabur share price in focus today: Dabur shares jumped 5% in intraday trade on Monday, July 7, hitting a four-month high of ₹ 571.70 apiece after the consumer goods maker expressed optimism about its India business, citing a recovery in urban consumption and sequential demand growth in the FMCG sector driven by higher volumes. The company released its Q1FY26 business update on Friday, with projections broadly in line with brokerage estimates, prompting analysts to maintain their optimistic outlook on the stock. Dabur expects its Home and Personal Care (HPC) segment to perform well, led by strong growth in the oral, home, and skincare categories. Key brands such as Dabur Red Toothpaste, Odonil, Odomos, and Gulabari are projected to post robust growth along with market share gains. Additionally, the company anticipates strong double-digit growth in its healthcare segment, with Dabur Honitus expected to deliver over 40% growth during the quarter. Its international business is also expected to post double-digit constant currency growth, led by key markets such as MENA, Turkey, Bangladesh, and the US-based Namaste business. The company stated that its beverage portfolio was impacted during the quarter due to unseasonal rains and a shorter summer. However, products like Activ Juices and Activ Coconut Water saw good momentum, with growth expected in the mid-teens. Dabur plans to focus more on the Activ portfolio going forward to align with evolving consumer trends and reduce the seasonality of its juices business. Due to the decline in the beverages segment, Dabur expects its consolidated revenue to grow in low single digits. Consolidated operating profit growth is expected to marginally lag revenue growth. With its refreshed strategic vision and favorable macroeconomic conditions—such as an above-average monsoon, good agricultural output, easing inflation, and consumption-focused government measures—Dabur expects revenue growth to regain momentum and trend higher in the coming quarters. "The fundamentals of the business remain strong, and we are continuing to invest behind our brands, expand our distribution reach, build a strong back end, and capture efficiencies to deliver good growth in revenue and profitability for the year," the company said in its Friday exchange filing. Disclaimer: The views and recommendations above are those of individual analysts, experts, and brokerage firms, not Mint. We advise investors to consult certified experts before making any investment decisions.
